What close rate improvement was reported in the example?

Phil RisherPhlash Consulting · No. 1 Digital Marketing Consulting Company For $1m-10m Home Service Businesses 🚀

The Entrepreneur's Journey Podcast Episode 31 With Phil Risher

14 Jan 2026 · 1 min

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0:44

Excerpt from The Entrepreneur's Journey Podcast (ep. 31) with Phil Risher explaining a marketing/sales workflow: they convert sent estimates into automated text and email follow-up sequences to improve close rates, and they run monthly content-calendar-driven email newsletters to cross-sell services to past prospects and customers. Reported impact in one example: close rate rose from 46% to 58%.

Questions this video answers

From 46% to 58%.

Chapters

Businesses send out estimates to clients but then they never follow up again. Or it's on the sales guy to follow up or the rehash department to call these people, but they're so busy that really they don't do it as good as they should. Right. So what we do is we take those estimates and we put them into an text and email sequence to follow up on the estimate to try to get them to close. Got it. Okay. So like this company, they weren't doing that. So they went from 46 to 58% closer. And then another big honeyhole for them was in the email sequence that we sent out. So the email, the retargeting piece, they have all these past prospects and customers sitting in their database. So what we did was we cross sold them services. Nice. So we set up a content calendar every single month of the content that we're going to cross sell. Then we set up an email newsletter to go out and cross sell these services.